• Home
• About WHICP
  • Values
  • The Difference
  • People
  • Advisory Board
  • About the Harris Organization
• Our Investment Focus
• Business Owners
• Intermediaries
• News
• Portfolio
• Contact Us

Integrity - Successful partnerships require integrity and a fundamental respect for the role each party plays. Every partnership decision WHI Capital Partners makes is guided by our belief that integrity is vital to all aspects of running a business, and we pride ourselves on our high ethical standards.

Open and honest communication - One of the cornerstones to successful business execution is open and honest communication. A strong and healthy relationship requires effort and commitment. Without an honest desire to work together, that communication is not possible. Because we have extensive experience as both business owners and investors, we are vigilant in establishing an open line of communication with all parties involved in a transaction.

Teamwork and Partnership - In each of our investments, vital partnerships are formed. In our view, the business owner, senior management, employees, customers and suppliers all must work together in order for the business to prosper. The foundation of these partnerships is the ability to leverage everyone’s strengths to make an investment successful.

Building Shareholder Value - This is why entrepreneurs build businesses and why investors invest. This principle is at the core of our mission and drives all of our planning and execution. In short, we judge ourselves to be successful only if we have enhanced the value of the company to its shareholders.

Initial due diligence helps us to determine if a particular investment opportunity meets our criteria. During this stage we evaluate a company at a high level, assessing its market and market position, and preparing an investment thesis that clearly identifies the specific ways in which we expect to make the business more valuable over the short and long term.

Other than a management presentation and site visit, most of this work can be done without significant time expenditure by the business owner. During this stage, we will submit a formal indication of interest to ensure that our purchase terms are generally acceptable to the business owner.

This stage is the heart of the due diligence process and includes a detailed analysis of the company’s operations, management, market and financials. At the end of this stage, if the results of our review meet our expectations, a formal letter of intent will be executed setting forth specific transaction terms.

Due diligence is concluded during this stage with confirmation of financial, legal and asset reviews. During this period, we would begin memorializing the transaction with definitive agreements and quickly move toward an agreed-upon closing date.